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State Street SPDR Portfolio S&P 500 Growth ETF

1,305 hedge funds and large institutions have $31.6B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 545 increasing their positions, 477 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

2% less funds holding in top 10

Funds holding in top 10: 213208 (-5)

2% less funds holding

Funds holding: 1,3371,305 (-32)

10% less capital invested

Capital invested by funds: $35.2B → $31.6B (-$3.6B)

Holders
1,305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
208
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$29.8M
Puts
$13.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
401
McNaughton Wealth Management
California
$4.7M
UFA
402
Uptown Financial Advisors
Texas
$4.69M
BC
403
Burney Company
Virginia
$4.68M
GA
404
GoalVest Advisory
New York
$4.66M
SAI
405
Savvy Advisors Inc
New York
$4.64M
TC
406
TownSquare Capital
Utah
$4.62M
GSWM
407
Golden State Wealth Management
California
$4.6M
BTWM
408
Baker Tilly Wealth Management
Wisconsin
$4.53M
JFG
409
JDM Financial Group
Texas
$4.52M
EA
410
Everpar Advisors
Oklahoma
$4.48M
UCFA
411
United Capital Financial Advisors
Texas
$4.48M
PWG
412
Private Wealth Group
Florida
$4.46M
YIA
413
YHB Investment Advisors
Connecticut
$4.45M
AT
414
American Trust
Kentucky
$4.43M
CWMS
415
Cannon Wealth Management Services
North Carolina
$4.41M
AIA
416
Aventus Investment Advisors
Florida
$4.37M
MCM
417
MidAtlantic Capital Management
Virginia
$4.36M
QCG
418
Quadrant Capital Group
Ohio
$4.36M
OWA
419
Opal Wealth Advisors
New York
$4.36M
HIF
420
Hill Island Financial
Michigan
$4.35M
FIA
421
Foundations Investment Advisors
Arizona
$4.33M
MCC
422
Money Concepts Capital
Florida
$4.33M
Franklin Resources
423
Franklin Resources
California
$4.28M
BHBT
424
Burke & Herbert Bank & Trust
Virginia
$4.25M
Koshinski Asset Management
425
Koshinski Asset Management
Illinois
$4.25M